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About Us

After spending 25 years in the office equipment business Deb Wells decided she wanted to pursue a career that makes a difference in people’s lives.

At the time Deb was thinking of making a career change, she and the country experienced a horrific national tragedy -- the 09/11 attack on the US. She saw families lose their loved ones and often their primary financail providers to this tragedy. Financial advisors were even unprepared and left their families with no financial support.

It was obvious that this was where she could make the biggest impact.

For the past 16 years she has worked with small businesses and individuals protecting their greatest assets; their life and ability to earn an income.

As an independent broker Deb has the freedom to design solutions based on client needs. As she points out, "I am not limited to the insurance carrier’s product portfolio."

The U.S. Census bureau estimates 10,000 individuals will turn 65 every day

Many of these people will continue to work. Deb realizes that there is a need for education in the marketplace to take the confusion out or Medicare and the options available to individuals. Deb provides this education freely and without hesitation.

"I am a baby boomer and as I age I realize that we have the same or similar desires, issues and challenges. My goal is to offer resources that can benefit my peer group. This is my life’s mission to help my fellow man age with security and dignity," Deb concludes!